Greetings! 

In this edition of Telco 2.0 Update, in the run up to our next Executive Brainstorm in London, May 11-13 we feature:

We'll shortly be bringing you analysis from last week's brainstorm in Palo Alto. Meanwhile, you can follow Telco 2.0 on Twitter, and apply to join the private Telco 2.0 Group on LinkedIn here. There's also an archive of our previous newsletters here.

 

Telco 2.0 'Roadmap' Report: $375Bn Growth or Brutal Retrenchment?

Over the last three years, the Telco 2.0 Initiative has identified new business model growth opportunities for telcos of $375Bn p.a. in mature markets alone. In that time, most of the major operators have started to integrate elements of Telco 2.0 thinking into their strategic plans.
 
In this groundbreaking new 284 page Strategy Report ‘The Roadmap to Telco 2.0 Business Models’, we plot the transformational path that telcos / CSPs need to follow to achieve the 'Telco 2.0' opportunities. It describes:

  • six growth opportunity areas for the Telecoms industry;
  • new categories of operators based on their potential to adopt the new opportunities;
  • the primary strategies needed by each to evolve and thrive in the new industry environment;
  • and highlights leading examples of telco business model innovation.

See here for more on the report, join us at the EMEA Executive Brainstorm where we'll be sharing some of the findings, or email contact@telco2.net or call +44 (0) 247 5003 to find out more or book a call with the report authors.

 

New Digital Economics Executive Brainstorms - EMEA Update

Registration is now open for our EMEA (11-13 May) event.

New Digital Economics is a new series of brainstorm events and developer forums run for senior strategy execs from across the communications, entertainment and technology sectors, looking at new growth opportunities and business models. Join over 500 senior execs from across the globe in London (11-13 May).

Employing STL’s unique ‘Mindshare’ interactive format each event incorporates 4 interwoven events: Telco 2.0, Digital Entertainment 2.0, Mobile Apps 2.0 and Personal Data 2.0 as well as a 200 person evening developer forum and showcase, run in partnership with AppCircus.

In addition to Telco 2.0 analysts, stimulus speakers include:

  • Simon Hutson, SVP Home Entertainment & Global Brand, BBC Worldwide
  • Sean Williams, Group Strategy Director, BT
  • Simon Miller, CEO, Betfair TV
  • Sarah Milton, Head of Video on Demand, Channel 4
  • Jürgen Hase, Vice President M2M, Deutsche Telekom
  • Rainer Deutschmann, SVP Mobile Products, Deutsche Telekom
  • Christian Hernandez, Director, International Business Development, Facebook
  • Olaf Swantee, EVP, France Telecom – Orange Group  
  • Ilja Laurs, CEO, Getjar
  • Maarten Lens-Fitzgerald, Co-Founder, Layar
  • Tim Wright, CTO Europe, Sony Pictures Entertainment
  • Carlos Domingo, CEO, R&D, Telefonica
  • Rob Salter, Category Director, Entertainment, Tesco
  • Alex Green, Executive Director TV and Online, Virgin Media
  • Cenk Serdar, Director, Consumer Data & Comms Svcs, Vodafone Group
  • Anthony Rose, ex CTO, YouView

For more information and to register click here: EMEA.

 

Public Wifi: Destroying LTE/Mobile Value?

By building or acquiring Public Wifi networks for tens of $Ms, highly innovative fixed players in the UK are stealthily removing $Bns of value from 3G and 4G mobile spectrum as smartphone and other data devices become increasingly carrier agnostic. What are the lessons globally? (more)

 

Voice & Messaging 2.0: Fonolo - start-up watch

Fonolo, a Canadian company that essentially provides a search engine for IVR menus, has recently showcased an interesting new market application. We think it's a good example of innovation in 'Voice 2.0'. (more)

 
More Recent Telco 2.0 Analysis
 

Appstore 2.0: Amazon Vs Apple & Google

Amazon is probably the Internet's best retailer. As it launches its own AppStore, we provide a detailed analysis of its digital media business and pick out the key opportunities it offers to content owners, network service providers and manufacturers. (more)

 

 

iPad2: how Apple plans to dominate the
'post PC era'

Apple's new 'PC-killer' tablet is intended to significantly expand the Apple ecosystem, with long-term impacts on many players including telcos, giving Apple an even stronger hold on the market. What strategies should telcos adopt? (more)

 
 

Android: Google's Anti-Apple Virus?

It can be tempting to think of Android as in a two-horse race with Apple. Our analysis shows that the current and future impact of Google's highly successful mobile ecosystem play is much more complex. (more)

 

Augmented Reality: Is there a Valuable Role for Telcos?

An introduction to Augmented Reality (AR) including: key industry players; latest developments; and the AR ecosystem. The key strategic question is what role should telcos play? Three possible roles are outlined. (more)

 

M2M 2.0: New Approaches Needed

The M2M market structure is evolving rapidly and new roles and requirements are emerging that are unaligned with much current telco practice. What must telcos do to avoid missing out and potentially inhibiting the market overall? (More)

 

Facebook: Facing up to a big new competitor

Despite a >500 million user base and global media hype, Facebook needs more revenues than advertising can bring, and sees communications as a key area to target as its deal with Skype has shown. Telco 2.0's detailed analysis of Facebook's business model and strategy. (More)

 

Telcos vs. Internet Players: Act before it's too late

There's less than 3 years for telcos to take advantage of key strategic 'control points' in their battle for sustainable growth in the communications and e-commerce markets, concluded delegates at the Telco 2.0 EMEA Brainstorm in November. How should they think differently about their value and where do they need to (re)focus their attention? (More)

 
 

Telco 2.0 News Review: Telco 2.0 News Review: HTC beats Nokia, Cloud & More

  • Devices: HTC outstrips Nokia
  • Technology Disruptions: Facebook open-sources radical design for giant datacentre
  • Cloud Computing 2.0: Telcos in the lead for enterprise private clouds?
  • Amazon: 45 minutes, $8,500 to Top 500 computing with AWS
  • Telco 2.0 Community: Lee Dryburgh needs your help

More on these stories and other news here.

Telco2.0 UPDATE
 
 
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